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Today, Stephen Weiss, Founder, Short Hills Capital Partners and Amy Raskin, CIO, Chevy Chase Trust commented about whether AAPL, ASML, AXP, SHC.TO, TSM, NFLX, LDOS are stocks to buy or sell.
He just started a position. Everything that Boeing is doing well, aerospace companies like this benefit. Also, they're streamlining their business, starting with aerospace, and can benefit from the infrastructure play. Pays a 2.2% dividend, bug share buybacks and solid dividend growth. He's expecting a breakout after sluggishnes.
China remains a major overhang as the country keeps pushing its domestic phones and not Apple.